Civic Intelligence

Wellesley Cotillion

990EZ • Fiscal year 2021 • EIN 37-1746051

Jun 01, 2020 to May 31, 2021 • Filed on Sep 10, 2021

Organization ProfileWWW.WELLESLEYCOTILLION.ORG
PO Box 81318Wellesley, MA 02481

(617) 650-7784

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

17th percentile

-22%

Faster asset growth than 17% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$23,834

Down $6,695 (-22%) from 2020

Net Assets

Down

$23,834

Down $6,695 (-22%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $88,625 (-100%) from 2020

Expenses

Down

$6,695

Down $79,165 (-92%) from 2020

Net Income

Down

-$6,695

Down $9,460 (-342%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40K$30K$20K$10K$0Assets 2015: $12,897Liabilities 2015: $02015Assets 2016: $23,649Liabilities 2016: $02016Assets 2017: $33,024Liabilities 2017: $0Net Assets 2017: $33,0242017Assets 2018: $25,414Liabilities 2018: $0Net Assets 2018: $25,4142018Assets 2019: $27,764Liabilities 2019: $0Net Assets 2019: $27,7642019Assets 2020: $30,529Liabilities 2020: $0Net Assets 2020: $30,5292020Assets 2021: $23,834Liabilities 2021: $0Net Assets 2021: $23,8342021Assets 2022: $19,321Liabilities 2022: $0Net Assets 2022: $19,3212022Assets 2023: $13,169Liabilities 2023: $0Net Assets 2023: $13,1692023Assets 2024: $28,963Net Assets 2024: $28,9632024Assets 2025: $20,722Net Assets 2025: $20,7222025

Highlighted filing

2021

Assets$23,834
Liabilities$0
Net Assets$23,834
Open 2021 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2015: $80,164Expenses 2015: $67,266Net Income 2015: $12,8982015Revenue 2016: $75,503Expenses 2016: $64,751Net Income 2016: $10,7522016Revenue 2017: $80,050Expenses 2017: $70,676Net Income 2017: $9,3742017Revenue 2018: $86,625Expenses 2018: $94,235Net Income 2018: -$7,6102018Revenue 2019: $81,461Expenses 2019: $79,111Net Income 2019: $2,3502019Revenue 2020: $88,625Expenses 2020: $85,860Net Income 2020: $2,7652020Revenue 2021: $0Expenses 2021: $6,695Net Income 2021: -$6,6952021Revenue 2022: $0Expenses 2022: $4,513Net Income 2022: -$4,5132022Revenue 2023: $73,250Expenses 2023: $79,402Net Income 2023: -$6,1522023Revenue 2024: $83,400Expenses 2024: $67,606Net Income 2024: $15,7942024Revenue 2025: $79,050Expenses 2025: $87,291Net Income 2025: -$8,2412025

Highlighted filing

2021

Revenue$0
Expenses$6,695
Net Income-$6,695
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Sep 10, 2021
Return Version
2020v4.0
Mission and Program Overview

Mission

Educate & promote social dance etiquette.

Educate & promote social dance etiquette

Program Services

DescriptionGrantsExpenses
ACTIVITIES TYPICALLY INCLUDE THE WINTER FORMAL EVENT, THE WELLESLEY COTILLION,AN EVENT FOR HIGH SCHOOL JUNIORS & SENIORS IN WELLESLEY MA. HOWEVER NO EVENT WAS HELD IN FY21 DUE TO COVID-19. IN LIEU OF EVENT A DONATION WAS MADE TO THE WELLESLEY PUBLIC SCHOOLS CLASS OF 2021 PARTY.$4,000$4,000
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA MESSOREPresident-$0--
SARAH GREENEVice Preside-$0--
KATHARINE YENVice Preside-$0--
JENNIFER MADDENTreasurer-$0--
SUSAN MORRISAsst. Treas.-$0--
Filing and Contact Details

Filer

Filer Name
The Wellesley Cotillion Inc
EIN
37-1746051
Phone
6176507784
Address
PO BOX 81318, WELLESLEY, MA 02481

Signing Officer

Name
Susan Morris
Title
Asst. Treas./secr.
Phone
6176507784
Signed
2021-09-10
Discuss with paid preparer
Yes

Preparer

Firm
Anstiss & Co Pc
Address
1115 WESTFORD STREET 3RD FLOOR, LOWELL, MA 01851-2701
Preparer
Richard B Dionne
Phone
9784522500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses filing fees 50 registration 20 website 332 total 402”

Form 990-ez, Part II, Line 24

“Deposit for 2021 cotil 6,000 6,000 total 6,000 6,000”

Form 990-ez, Part III, Line 28

“Activities typically include the winter formal event, the wellesley cotillion,an event for high school juniors & seniors in wellesley ma. However no event was held in fy21 due to covid-19. In lieu of event a donation was made to the wellesley public schools class of 2021 party.”

Raw XML Appendix142 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0LINDA MESSORE
CompensationExplanation/CompensationExplanationGrp/PersonNm1SARAH GREENE
CompensationExplanation/CompensationExplanationGrp/PersonNm2KATHARINE YEN
CompensationExplanation/CompensationExplanationGrp/PersonNm3JENNIFER MADDEN
CompensationExplanation/CompensationExplanationGrp/PersonNm4SUSAN MORRIS
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum06176507784
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 81318
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WELLESLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002481
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024529
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017834
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6695
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02293
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030529
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023834
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04000
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030529
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023834
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030529
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023834
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LINDA MESSORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARAH GREENE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHARINE YEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER MADDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUSAN MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASST. TREAS.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06000
IRS990EZ/OtherExpensesTotalAmt0402
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATE & PROMOTE SOCIAL DANCE ETIQUETTE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ACTIVITIES TYPICALLY INCLUDE THE WINTER FORMAL EVENT, THE WELLESLEY COTILLION,AN EVENT FOR HIGH SCHOOL JUNIORS & SENIORS IN WELLESLEY MA. HOWEVER NO EVENT WAS HELD IN FY21 DUE TO COVID-19. IN LIEU OF EVENT A DONATION WAS MADE TO THE WELLESLEY PUBLIC SCHOOLS CLASS OF 2021 PARTY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06695
IRS990EZ/TotalProgramServiceExpensesAmt04000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WELLESLEYCOTILLION.ORG
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt088625
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt081461
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt086625
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt080050
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0336761
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0336761
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt088625
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt081461
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt086625
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt080050
IRS990ScheduleA/Total509Grp/TotalAmt0336761
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt088625
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt081461
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt086625
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt080050
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0336761
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FILING FEES 50 REGISTRATION 20 WEBSITE 332 TOTAL 402
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEPOSIT FOR 2021 COTIL 6,000 6,000 TOTAL 6,000 6,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITIES TYPICALLY INCLUDE THE WINTER FORMAL EVENT, THE WELLESLEY COTILLION,AN EVENT FOR HIGH SCHOOL JUNIORS & SENIORS IN WELLESLEY MA. HOWEVER NO EVENT WAS HELD IN FY21 DUE TO COVID-19. IN LIEU OF EVENT A DONATION WAS MADE TO THE WELLESLEY PUBLIC SCHOOLS CLASS OF 2021 PARTY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN MORRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASST. TREAS./SECR.
ReturnHeader/BusinessOfficerGrp/PhoneNum06176507784
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WELLESLEY COTILLION INC
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0371746051
ReturnHeader/Filer/PhoneNum06176507784
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 81318
ReturnHeader/Filer/USAddress/CityNm0WELLESLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002481
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042917204
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANSTISS & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01115 WESTFORD STREET 3RD FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0018512701
ReturnHeader/PreparerPersonGrp/PhoneNum09784522500
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD B DIONNE
ReturnHeader/ReturnTs02021-09-15T11:33:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORRIS
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,834
Liabilities
$0
Net assets
$23,834
Revenue
$0
Expenses
$6,695
Net income
-$6,695
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$20.7$20.7$79.1$87.3$8.24
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.0$29.0$83.4$67.6$15.8
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$0.00$13.2$73.3$79.4$6.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.3$0.00$19.3$0.00$4.51$4.51
2021Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$0.00$6.70$6.70
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.5$0.00$30.5$88.6$85.9$2.77
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.8$0.00$27.8$81.5$79.1$2.35
2018Detailed filing. Detailed filing data is available for this year.$25.4$0.00$25.4$86.6$94.2$7.61
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.0$0.00$33.0$80.1$70.7$9.37
2016Summary only. Only limited summary data is available for this year.$23.6$0.00$75.5$64.8$10.8
2015Summary only. Only limited summary data is available for this year.$12.9$0.00$80.2$67.3$12.9
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits